JI WEI
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2016 - Certified Financial Technician (CFTe) - Professional Designations - International Federation of Technical Analysts
2016 - Graduate Certificate in Applied Finance - - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Professional Designations - Kaplan Professional
2018 - Graduate Certificate in Financial Planning - - Kaplan Professional
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Certified Financial Technician (CFTe)
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.